Filed September 21, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,737 | $52,580+137.2% | $71,671+74.0% | $70,131+77.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 273.80% | 20.25%+253.5pp | 20.65%+253.1pp | 73.14%+200.7pp |
| Employer contribution / active EE | $994 | $1,616-38.5% | $2,460-59.6% | $2,342-57.6% |
| Participant deferral / active EE | $2,956 | $2,386+23.9% | $3,438-14.0% | $3,332-11.3% |
| Admin fee / account holder | $4,610 | $3,653+26.2% | $5,558-17.1% | $4,645-0.8% |